A client in a very unique set of circumstances asked for help via my website, and was open with me about their special needs—physically, mentally, and financially. Their schedule and budget allowed us to meet in person for a couple hours, which gave me a sense of how to best put together their “homework” assignment.
No two follow-up plans will look the same. They are all catered to the individuals I am working with.
Some might look like a doodle, some are just a bullet list. Know it will be curated as much as possible to you, your project goals, and your experience. Whatever the situation calls for.